+1,083.1%
VST vs EQIX
+262.3%
+820.9%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +4.1% | +3.2% | +5.5% |
| 7D | -0.5% | +6.1% | -6.6% | -3.2% |
| 30D | -17.1% | +2.8% | -19.8% | -18.0% |
| 3M | -4.6% | +1.6% | -6.2% | -5.2% |
| 6M | -9.1% | -0.7% | -8.4% | -8.7% |
| YTD | -16.6% | +39.7% | -56.4% | -27.6% |
| 1Y | -29.5% | +30.6% | -60.1% | -37.0% |
| 3Y | +297.5% | +48.4% | +249.1% | +241.4% |
| 5Y | +654.5% | +46.0% | +608.5% | +535.8% |
| 10Y | +1,205.2% | +267.7% | +937.6% | +763.7% |
| All | +1,083.1% | +262.3% | +820.9% | +682.2% |
Cumulative growth
Daily Returns
Daily percentage return beside EQIX.
Daily Out/Under-Performance
Portfolio return minus EQIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQIX return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded EQIX wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling